eDOCS 24.3 er tilgjengelig

Contesto Cloud, funksjonsoversikt, nye funksjoner, feature overview, new features

Picture of Torgeir Steinsland

Torgeir Steinsland

PUBLISERT

18.09.2024

LESETID

16. min

Nye funksjoner i InfoCenter 24.3

Modern Authentication updated to Microsoft MSAL

Modern Authentication updated to Microsoft MSAL
The eDOCS Modern Authentication has been updated to use the Microsoft Authentication Library
(MSAL) to acquire security tokens from the Microsoft identity platform to authenticate users and
access secured web APIs.

Pic 1

 

For Azure Entra authentication
Login to
Select Manage and your App registrations
Select your Azure Entra configuration for eDOCS
Select Authentication
Add the URI to your InfoCenter Web server
https://YourInfoCenterWebServerFQDN:9443

Pic 2
 
 
Set Personal Profile Search Defaults

The DM Extensions and InfoCenter clients have been updated to allow a user to set personal profile defaults for their configured Profile search forms.

In InfoCenter when the user goes to set their Preferences and selects the Profile defaults tab, and
they select the Search node they will be presented with one or more search forms. When they hover
over the search form name they will now see a pencil icon that they can select to edit and set defaults
for the search form.
The Edit action is now available when hovering over a search form:

Pic 2-4

When selecting a form and the Edit icon they will be able to set defaults for the form.

Pic 2-5 

When they subsequently perform a search in InfoCenter the form will be pre-filled with the Default values they set.

Pic 2-6
 
 
 

In the DM Extension when the user goes to set their Profile defaults and they select the Search node
they will be presented with one or more search forms. They can now select a search and then select
the Defaults option; they will be able to enter defaults on the search form that will be filled in with the
values each time they select the Search action in the DM Extension or InfoCenter clients.
The Defaults action is now available when selecting a search form.

Pic 3

When selecting a form and Defaults they will be able to set defaults for the form.

 
Pic 4
 

When they subsequently perform a search in the DM Extensions the form will be pre-filled with the Default values they set.

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Azure Entra user and group synchronization

The eDOCS Active Directory Sync Utility has been updated to support the synchronization of user and
groups into eDOCS from Azure Entra (Active Directory).
The utility is located on the DM Server in the C:\Program Files\Open Text\eDOCS_ADSync directory.
When the administrator logs into the application they will be presented with the default domain
location.

Pic 3-1
 
 
Selecting the + sign will bring up the Add Domain dialog
 
 
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For the Authority enter:
https://login.microsoftonline.com/Your_Azure_Entra_Tenant_ID
As an example,
https://login.microsoftonline.com/123435abc-1234-abc-12345
The Tenant ID is available from in your overview page.
 
Pic 3-3
 
For the Client ID select the App registrations and the client ID for your single sign on application.
 

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Enhanced coexistence with Microsoft OneDrive

The previously known issue and requirement to disable the AutoSave feature in the Microsoft Office applications when opening documents saved in OneDrive is no longer required.

When a user opens a document from OneDrive and use the InfoCenter Office client save feature to profile the document in eDOCS, a new document will be created in the
Users\AppData\Roaming\OpenText\DM\ICTemp directory and the original file that was opened from
OneDrive will be released.

The new file that is created will use the eDOCS naming convention of Library-Doc#-V#-Docname.filetype. 

Import folder structures and content from Microsoft OneDrive 

This new feature is implemented in the InfoCenter web interface where the user will now see a “Save
to eDOCS” option in the menu bar. In previous releases the “Save to eDOCS option was only
available when the user selected documents.
When selecting Microsoft OneDrive from the hamburger menu and browsing the structure or opening
a Tile that is linked to a OneDrive location, when selecting a Folder they will see the new Save to
eDOCS action.

Pic 4-1
 

This feature requires the user to have the “Can Create Folders” permission for their primary group, if they do not have that permission, they will not see the “Upload folders” action.
The user will be informed that they are importing the folder to eDOCS and will be prompted to complete the folder profile form.

 

Pic 4-2
 
After they complete the profile form for the Folders, they will be prompted to fill in the profile form for the documents and can select apply to all for the metadata or be prompted to fill in the metadata for each individual document.

 

The user will be informed of the progress of the import during the bulk process.

 

Pic 4-3
When the bulk import is complete the user will be notified about the number of folders and documents created.

 

 

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Note: If the user preference is set to remove files from OneDrive it will remove the folders and documents after they are saved to eDOCS.

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InfoCenter Viewer enhancements

The InfoCenter interface has been updated to include a new Quick Access action when hovering over
a document name on the Home screen or from within a Tile. They will see a Document icon that will
bring them directly to the Viewer and display the document.

Pic 5-1

 
 

The Viewer interface has also been enhanced to display a list of the five highest versions (if multiple
versions exist) with an option to select more if the version they are looking for is not in the initial list.
The icon will also have an overlay if a specific version is published or read-only.

 

 

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